401(k) · DOL Form 5500 · 2024
William a. Fraser, Inc. D/B/a Fraser Business 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 154
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $94,929
- Avg per participant Below avg balance/head
Official DOL plan name: Fraser Business Equipment Salary Deferral Plan · Sponsored by William a. Fraser, Inc. D/B/a Fraser Business · Pennsylvania · Retail Trade
$15M in assets, 154 participants
William a. Fraser, Inc. D/B/a Fraser Business's Fraser Business Equipment Salary Deferral Plan reported $15M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 64th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,021 in Retail Trade (8,048 peers)
Coverage in Pennsylvania
Fraser Business Equipment Salary Deferral Plan covers 154 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $15M.
- #6,021
- in Retail Trade (8,048 peers)
- +7.8%
- assets growth YoY
Fraser Business Equipment Salary Deferral Plan's mid-pack asset rank among Retail Trade and all filers
Fraser Business Equipment Salary Deferral Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,619,081 Top 36% higher than 64% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Fraser Business Equipment Salary Deferral Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fraser Business Equipment Salary Deferral Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fraser Business Equipment Salary Deferral Plan reported net income rose from $810K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Fraser Business Equipment Salary Deferral Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 231975860 · William a. Fraser, Inc. D/B/a Fraser Business PY 2024 · 401(k)
Fraser Business Equipment Salary Deferral Plan · $15M · 154 · 64th
- PHOTO $15M
- IND 154
- EOY 64th
- 5500 401(k)
- ASSETS near Healthcare Associates Credit Union 401(k) and Retirement Savings Plan
- PCT ind #6021
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Pennsylvania →
Fraser Business Equipment Salary Deferral Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 231975860 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William a. Fraser, Inc. D/B/a Fraser Business)
Sponsor-wide plan assets over time
All William a. Fraser, Inc. D/B/a Fraser Business plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 14.632162882626536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $13M |
| 2023 | 1 | 155 | $14M |
| 2024 | 1 | 154 | $15M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Fraser Business Equipment Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Healthcare Associates Credit Union 401(k) and Retirement Savings Plan in IL ($15M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Healthcare Associates Credit Union 401(k) and Retirement Savings Plan (IL) $15M · 67
- Hurricane Electric 401(k) Plan (CA) $15M · 115
- Dtlr, Inc. 401(k) Profit Sharing Plan (MD) $15M · 1,978
- Protingent 401(k) Plan (WA) $15M · 297
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.